Project Management:

Project Planning

Project Plan Document

Section

Document or Form

Explanation

Initiation

Business Case^BS

Business case analysis that examines the business dynamics of the proposed project and demonstrates its contribution to the overall organizational strategy and business results. Critical project selection criteria include strategic fit, competitive advantage, and potential return on investment.

Charter

Overall direction, expectations and constraints that the team use when they plan the project. It contains the name and purpose of the project, the project manager's name, and a statement of support from the sponsor. Approved by the sponsor or the upper manager.

Team

Responsibility Matrix

The agreement developed and agreed to by the team that describes how the team members fit in the system as a whole, the roles of the team members and the guidelines that they will follow as they work together as a team.

Scope

Scope Statement

Scope statement defines the project place in a larger scenario, describes the major activities of the project, and puts some boundaries on the project do define what the project will and won't do. It contains the definition and detailed description of what will be produced by the project and delivered to the customer. A written explanation of the final deliverables.

Customer Acceptance Criteria

The criteria the customer will use to determine if they are satisfied with the final deliverables.

Stakeholder Form

A description of how each stakeholder will affect the project, the team status for each stakeholder, and the name of the team liaison, if one is required.

Organization

Subproject Tree

The organizational chart for the project that shows all subprojects, interim outputs for each subproject, and the person accountable

Risk

Risk Form

The identified risks, countermeasures, and the person accountable for each countermeasure.

Resources

Milestone Schedule

The high-level schedule used to communicate the dates that major accomplishments in the project will be completed to the customer, sponsor, and stakeholders

Outcomes Schedule

The schedule that shows the delivery date for each of the project's outcomes and the interdependencies between them.

Spending Estimate

The projected cost of the project, including internal and external costs.

Change Management

Change-Management Process

A structured process by which changes to the project plan will be handled.

The Tao of Change Management

5 Factors that Make a Project Successful

By: Eric Verzuh, the author of The Fast Forward MBA in Project Management

To be successful, a project must have:

2. A plan that demonstrates what is possible, shows an overall path and clear responsibilities, contains the details for estimating the people, money, time, equipment, and materials necessary to get the job done, and will be used to measure progress during the project and act as an early warning system... More

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